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Though the fees are controversial, there may not be an easy way for the industry to abandon them.
June 19 -
Advisors who aren’t putting in the work to attract the next generation are taking a risk.
May 9 -
Asset managers are seeking alternatives to standard mutual fund products.
May 6 -
Clients are paying about half as much to own funds as they were 20 years ago.
May 6 -
The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.
May 6 -
CEO Walt Bettinger says advisors tell him they aren’t worried about the new pricing model.
April 29 -
CEO Ronald O’Hanley says the poor performance reflects both the industry’s “continued challenging conditions,” as well as “lower client activity.”
April 24 -
Startup or low-AUM firms have options outside of the big four.
April 16 -
The regulator is going back to some of the firms that voluntarily settled, requesting information on revenue sharing.
March 26 -
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Planners appear to be breaking away from the AUM fee structure.
January 7 -
"We said, 'Even though we are drinking water in the bar, there are too many drunks, so let's not go into the bar.'"
December 7 -
The need for scale is forcing a reassessment of M&A strategy.
November 28 -
Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.
May 18 -
Rising technology costs and increased fee pressure are working against the industry, research shows.
December 6 -
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Only about 5% still charge them, according to a Financial Planning study.
July 24 -
"The numbers are all in a positive direction" as advisers shrug off threats to growth.
July 13 -
From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.
June 13

















